Job Search Results for Finance

We are seeking an Accountant with operations experience to bring accounting inhouse from an outside firm and to build and manage best practices within our order management and customer service team.... More This role places a strong emphasis on financial oversight, including bookkeeping and compliance with U.S. accounting practices, while also managing a small team responsible for order processing, purchasing and customer support.Key Responsibilities:Financial LeadershipOversee day-to-day financial operations related to order processing, invoicing, and payment tracking.Ensure compliance with U.S. bookkeeping standards and internal financial controls.Collaborate with global finance teams to align reporting and reconciliation practices.Prepare financial summaries and assist with audits and month-end closing activities.Manage expense coding, invoice matching, and vendor payment workflows (Manage full p2p process).Team ManagementLead and mentor the Order Entry, purchasing and Customer Service team.Set performance goals, conduct reviews, and support professional development.Coordinate workload distribution and ensure timely order fulfillment and customer response.Operational OversightSupervise order entry accuracy and ERP/CRM system usage (e.g., HubSpot).Resolve escalated customer issues and ensure high service standards.Maintain and improve internal processes for order tracking and client communication.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

As the Tax Manager, you will be seen as a trusted partner of the Company?s tax function. You will partner with other business departments including but not limited to accounting and finance as well... More as the Company?s external tax advisors. You will primarily oversee and participate in the Company?s income tax function but are flexible to help in other areas of the Company?s tax function as needed. The day to day tasks of the Tax Manager will include but are not limited to the following:Compile, organize and analyze financial data for tax return preparation.Review apportionment calculations.Review Federal and State income tax returns.Review quarterly income tax estimate calculations.Prepare check and electronic payment requests.Prepared miscellaneous tax forms and State gross receipt calculations.Preparation and compiling income tax return mailing, including post office runs.Maintain income tax calendar.Reconcile income tax refunds.Prepare, manage responses to income tax notices and maintain tax notice log.Maintain income tax records with states, including officer information.Filing and organizing income tax records.Research tax issues (income tax, payroll tax, etc.).Assist with income tax audits.Compile abandoned and unclaimed property (?AUP?) information.Manage AUP reporting process.Other projects as necessary.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is seeking an IT Vendor Management specialist to work at one of our top clients that is a fortune 250 company. This person is going to be responsible for a large enterprise company... More with 100-150 million in vendor spend. In addition, they will be supporting roughly 400 million in total IT spend. This person is going to be organizing where the total costs are being spent across vendors. They will be responsible for collecting and reporting, contact negotiations, and contract management. This person will be supporting the sourcing, contract execution, budget planning and vendor performance management. The team member will have frequent interactions with Legal, Supply Chain, Cyber Security and Digital & IT finance teams.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

The Corporate Actions Analyst will require an independent, self-motivated individual that will provide daily Corporate Action support of Global Equity Finance & Stock Loan Operations, for developing... More and executing goals and objectives regarding business delivery and operational effectiveness for internal business partners and external customer relationship management, change and risk management and control, within the context of the approved operational plan and team objectives. Daily responsibilities include the reconciliation and processing of North American and International corporate action events across all the Equity Finance platforms for Capital Markets. SME on the FIS XSPRISA and BPS; FIS platforms. Provides daily Operational support functions to BMO trading/lending desks as well as the underlying Swap Prime Brokerage clients.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

Under the general supervision of the CFO or Fiscal Director, the Fiscal Manager provides financial, technical, and management support for the Fiscal Department. The Manager ensures compliance with... More grants, federal CFSs, and uniform guidance principles. This position serves as a specialized resource to the Board Finance Committee, the Parent Policy Council, and the regional Head Start funding office. The position is also responsible for overseeing staff who perform work related to budgets, overseeing fiscal development within Programs, and providing assistance to internal teams.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Day to day:Our client is looking for a Financial Reporting & Analysis Manager to join the financial team and manage 1-2 Financial Analysts daily. This role reports into the VP of Controller and... More responsible for the company's external financial reporting including managing and/or performing all financial functions associated with monthly/annual revenue analysis and designing and documenting internal control. The Financial Reporting & Analysis Manager will oversee monthly/annual external reporting, forecast and annual budgets for the entire company, the Insurance Agency group, and Health2047 & Subsidiaries. This role will lead the external reporting process, prepare financial statements and disclosures, including MD&A, and develop statistical and financial analysis of reports and data. Responsibilities:Financial Reporting & Analysis 60% *Consolidate financial results ensuring expenses and revenues from all areas have been recorded accurately and timely *Manage the monthly/annual external reporting function; lead the preparation of all financial statements and footnote disclosures, as well as MD&A *Ensure proper accounting/reporting of minority (non-controlling) interest; monitor, and update the Health2047, Inc. capital structure for spinout companies *Supports preparation of the annual report, including management's discussion and analysis, highlights, and related financial pages *Compile monthly financial book for distribution to senior management and the Board and prepare PowerPoint presentations for use at the Finance Committee meetings *Perform quarterly financial review, analysis, preparation, and reporting of financial data and trends for assigned business areas; maintain and deliver revenue forecast and budget analysis *Meet regularly with personnel outside of Finance to review and interpret their area's financial statementAnnual Budget 20% *Consolidate and analyze preliminary submissions, identify relevant variances, and pursue explanations of financial results for unusual items following up with departments for explanation *Prepare review documents for use by senior management in reviewing each area's budget *Prepare internal budget book for distribution to senior management and the board for final approval and PowerPoint presentations for use at the Finance Committee budget meeting *Prepare external budget book for distribution to the House of DelegatesCost Allocation 10% *Monitor cost allocation methodologies and guidelines; lead allocations and recommend modifications *Coordinate with all business units to ensure accuracy of metrics and concise documentation of the allocation methodology; create and maintain automated monthly routine allocations, review and update calculations annually Staff Management 10% *Lead, mentor, and educate assigned staff; set direction, objectives, and project priorities; evaluate staff performanceWe are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

Day to Day:As an Actuary, you'll show a mastery of business operations, systems and actuarial methodologies. You will provide leadership, direction and oversight for the performance of sophisticated... More actuarial techniques and procedures and risk analysis. In addition, you'll develop a strategic vision for the team to ensure efficient, consistent and integrated data and analysis. We'll count on you to provide business recommendations that are crucial to the success of the company and the protection we provide our customers. You'll need to work independently and may directly or indirectly lead others.Key Responsibilities:? Acts as a specialist for compilation, categorization and analysis of data.? Constructs sophisticated testing tools and product calculations.? Builds, maintains and computes Actuarial, Projection & Valuation Models.? Conducts financial reporting and analysis.? Prices and supports implementation of products.? Conducts risk analysis for lines of business/products.? Establishes reserves and other valuation items under multiple accounting regimes (statutory, GAAP, and tax) for products.? Leads and provides experienced knowledge for the analysis of reinsurance opportunities.? Builds cohesive presentations, communication strategies and recommendations of actuarial findings that are suitable for technical and non-technical audiences at the OCFO leadership level.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

To prepare and file all required financial reporting for public company reporting to the Security and Exchange Commission, along with required oversight for internal controls and information for... More external auditors. Responsible for review and filing of all income and sales tax returns for federal, state and local levelsPrepare all reporting to Security and Exchange Commission (quarterly, annually and specific events). * Monitor accounting rules and applicable changes effecting Car-Mart. * Provide oversight of all external audits on financial reports, internal controls, sales taxes and income taxes. * Provide sales tax reporting, research and maintenance for dealerships. * Provide income tax reporting, research and tax returns. * Review and monitor internal controls (including Internal Audit review). * Provide support for loan/credit loss reporting and perform allowance analysis. * Perform stock option tracking, stock compensation and common stock equivalents calculations. * Monitor sales contracts for proper add-ons and sales taxes. * Provide oversight of external audit of 401k plan. * Other duties and responsibilities as assigned by your direct manager. * Follow company policies and procedures and support company mission, vision, values and standards of ethics. * Daily attendance required to ensure all duties are completed in a timely fashion.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management... More solutions. A FA will need to leverage their experience to service the unique and complex needs of wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope:? Experience selling investments and providing financial plans? Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth? Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents? Ability to partner and promote lead generation? Manages goals, prioritizes tasks and comfortable working in a fast paced environment? Ensures all new & existing clients are provided with a planning experience? Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client?s overall wealth needs, as well as pro-active contacts? Serves as the primary point of contact for Wealth client relationships; manages all aspects of the client?s relationships with Bank and refers to Retail and Wealth partners & affiliates as needed? Implements and executes a differentiated service model/experience for Wealth clients? Meets quarterly and annual sales goals? Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience? Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners? Executes in thorough manner that is compliant with regulations, policies and procedures? Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.)? Ensures all Continuing Education requirements are attained? Responsible for understanding and adhering to Bank & Wealth Policies and Procedures? Responsible for implementing Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures? Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed? Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team? Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff? Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm? Represents Wealth to the general public in a professional manner? Is involved in the community and support charity and community initiativesWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

The Relationship Manager is a client-facing position dedicated to maintaining, deepening, and enriching client relationships. As the primary contact for all service-related needs of a RIA firm, the... More Relationship Manager ensures exceptional service delivery. Additionally, they may assist with various business functions, including marketing, performance reporting, and office administration. This individual will deliver prompt and exceptional client service, handling requests, inquiries, and transactions such as money movement, security transfers, account maintenance, and online access assistance with flawless execution. Manage the new account onboarding process, including preparing and gathering necessary documents, processing applications on the custodian platform, and performing additional tasks as required. Proactively engage with clients to enhance and grow relationships and assist the team in preparing for client meetings. The ideal candidate is detail-oriented, and possesses strong communication, organizational, time management, and problem-solving skills.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less